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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $352,122 | $118,708+196.6% | $98,920+256.0% | $158,982+121.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 9.02% | 372.49%-363.5pp | 196.47%-187.5pp | 302.99%-294.0pp |
| Employer contribution / active EE | $17,636 | $3,334+429.0% | $2,689+555.7% | $4,763+270.3% |
| Participant deferral / active EE | $18,390 | $5,089+261.4% | $4,245+333.2% | $5,983+207.4% |
| Admin fee / account holder | $91,596 | $10,134+803.9% | $6,643+1278.9% | $11,252+714.1% |